Wealth Advisor – CFP or CFA | Fort Worth, Texas

Reference Number: MHH7430
Location: Fort Worth, Texas

Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a Wealth Advisor to their Fort Worth team. The ideal candidate has strong experience working with HNW/UHNW clients in a lead advisor role and has interest in participating in organic business development moving forward.

This is an outstanding opportunity to join a small team within a larger organization that offers strong client service and robust investment options for their advisors/clients. The team is highly committed to mentoring and growing this candidate into a leadership role long-term.

This role will be the best fit for a candidate looking to join a small team atmosphere where they can make significant contributions to the team, while also being able to leverage resources that a larger, established firm, can offer.

Responsibilities:

  • Responsible for relationship building with clients, centers of influence, and prospects for clients.
  • Retain and maintain existing relationships, deepening client relationships and helping to organically grow the client base.
  • Responsible for assisting to close HNW and UHNW prospective clients.
  • Responsible for holistic financial planning, portfolio management, and tax planning strategies.
  • Effectively communicate financial plans during client meetings.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Work with various firm members to ensure the client’s financial needs are met.

Requirements:

  • 7+ years of client facing wealth management experience required.
  • CFP or CFA required; advanced education and designations desired including but not limited to: CPA/PFS, CPWA, JD/LLM, MBA.
  • Ability to take on lead advising responsibilities and mentor junior advisors.
  • Excellent communication and client facing skills.
  • Ability to travel within the metropolitan area regularly to take client meetings.

Compensation:
Very competitive base salary, bonus, and benefits

Location:
Fort Worth, Texas

Reference Number: MHH7430

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